Investment thesis
Five convictions shape our decisions.
We look for markets in transformation where AI, data, technology and execution can create a durable advantage.
01
AI is becoming a horizontal infrastructure
Artificial intelligence is shifting from an isolated product to a transverse layer, reusable across every company.
02
Active operators create more value than passive capital
Execution, more than funding alone, distinguishes the companies that scale from those that stall.
03
Pooled platforms reduce cost and accelerate execution
Sharing technology, data and support functions makes it possible to launch and operate faster, with less friction.
04
Complementary companies create a network effect
Companies that distribute to one another, share data and partners mutually strengthen their trajectory.
05
Operational discipline protects value over the long term
Rigour in execution and governance is a decisive factor in preserving value over time.
Framework
Investment framework
Target sectorsAI, fintech, digital infrastructure, MarTech, iGaming, digital assets, B2B services
Selection criteriaMarket potential, complementarity with the portfolio, execution capacity, synergy effect
Investment horizonShort to medium term — 1 to 5 years depending on the project
Types of holdingMajority to minority stakes, including co-building from inception
Indicative ticket€100k to €2M per company (indicative target, depending on stage)
Governance principlesAlignment of interests, transparency, operational discipline